Holders — by stockHoldings — by fund
Nitorum Capital, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001630243
$146.8M
disclosed book value
23
positions
10.2%
largest position share
Positions, as of 2026-06-30
top 23 of 23 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MDYSTATE STR SPDR S&P MIDCAP 40 | 21,216 | $14.9M | 10.2% |
| 2 | DELLDELL TECHNOLOGIES INC | 31,399 | $13.5M | 9.2% |
| 3 | MLMMARTIN MARIETTA MATLS INC | 19,027 | $11.0M | 7.5% |
| 4 | RBARB GLOBAL INC | 83,881 | $9.8M | 6.7% |
| 5 | RSPINVESCO EXCHANGE TRADED FD T | 45,800 | $9.7M | 6.6% |
| 6 | VMIVALMONT INDS INC | 16,305 | $9.4M | 6.4% |
| 7 | CHDNCHURCHILL DOWNS INC | 94,570 | $8.5M | 5.8% |
| 8 | GNRCGENERAC HLDGS INC | 24,642 | $7.2M | 4.9% |
| 9 | ICUIICU MED INC | 45,466 | $6.7M | 4.5% |
| 10 | PSMTPRICESMART INC | 31,875 | $6.2M | 4.2% |
| 11 | ONESPAWORLD HOLDINGS LIMITED | 215,808 | $6.1M | 4.2% |
| 12 | UTHRUNITED THERAPEUTICS CORP DEL | 10,664 | $5.8M | 3.9% |
| 13 | QIAGEN NV | 144,912 | $5.7M | 3.9% |
| 14 | BYDBOYD GAMING CORP | 63,256 | $5.6M | 3.8% |
| 15 | LAURLAUREATE ED INC | 142,010 | $5.2M | 3.5% |
| 16 | AZZAZZ INC | 29,915 | $4.6M | 3.2% |
| 17 | FCNFTI CONSULTING INC | 25,854 | $3.9M | 2.6% |
| 18 | GNTXGENTEX CORP | 137,571 | $3.5M | 2.4% |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,632 | $3.3M | 2.3% |
| 20 | EVREVERCORE INC | 6,225 | $2.1M | 1.4% |
| 21 | PWRLPOWERLAW CORP | 142,213 | $2.1M | 1.4% |
| 22 | EBAYEBAY INC. | 17,222 | $1.9M | 1.3% |
| 23 | SPCXSPACE EXPLORATION TECHN CORP | 1,000 | $170,860 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.